WLIM

White Lighthouse Investment Management Portfolio holdings

AUM $615M
1-Year Est. Return 13.17%
This Quarter Est. Return
1 Year Est. Return
+13.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.67M
3
+$1.35M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.11M
5
BTI icon
British American Tobacco
BTI
+$873K

Top Sells

1
+$1.24M
2
+$832K
3
+$502K
4
DUK icon
Duke Energy
DUK
+$417K
5
ANET icon
Arista Networks
ANET
+$365K

Sector Composition

1 Technology 2.1%
2 Consumer Staples 1.09%
3 Healthcare 0.99%
4 Consumer Discretionary 0.58%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$742K 0.13%
20,380
-1,750
77
$702K 0.13%
4,051
+18
78
$646K 0.12%
6,611
+3,751
79
$634K 0.11%
6,771
-175
80
$606K 0.11%
3,378
+15
81
$542K 0.1%
2,058
+92
82
$537K 0.1%
8,142
83
$524K 0.09%
2,319
+221
84
$518K 0.09%
12,082
-795
85
$516K 0.09%
12,946
-308
86
$509K 0.09%
4,482
87
$486K 0.09%
2,396
-755
88
$483K 0.09%
+9,468
89
$460K 0.08%
5,869
90
$453K 0.08%
4,120
-38
91
$450K 0.08%
22,431
+12,032
92
$429K 0.08%
2,566
93
$420K 0.08%
10,291
-3,491
94
$402K 0.07%
4,869
-1,802
95
$397K 0.07%
2,335
96
$397K 0.07%
2,300
-40
97
$395K 0.07%
3,365
-200
98
$389K 0.07%
1,687
+1
99
$382K 0.07%
26,002
-2,220
100
$380K 0.07%
14,588
2 3
4
5 6